Marco Backus (CRD# 7661260) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Durham, NC and has 1 year of experience in the finance industry.
CRD# 2651246
Ae Wealth Management, LLC
CRD# 1158688
Townsend Asset Management Corp.
CRD# 1587979
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Covington, KY | Nov 2022 - Current | 1 |
| Raw Design LLC | Bradenton, FL | Nov 2021 - Sep 2022 | < 1 |
| Uber Technology LLC | San Franscisco, CA | Oct 2020 - Nov 2021 | 1 |
| Top Step LLC | Chicago, IL | Jun 2021 - Aug 2021 | < 1 |
| Cr Fitness Holdings LLC | Bradenton, FL | May 2019 - Oct 2020 | 1 |
| Bitesquad | Gainesville, FL | Jun 2019 - Aug 2019 | < 1 |
| Mercedes Benz Of Sarasota (autonation) | Sarasota, FL | Dec 2018 - May 2019 | < 1 |
| Tempe Nissan (atonation) | Tempe, AZ | Apr 2017 - Dec 2018 | 1 |
| Planet Fitness | Chandler, AZ | Oct 2016 - Apr 2017 | < 1 |
| La Fitness | Chandler, AZ | Jul 2016 - Oct 2016 | < 1 |
| Life Time Fitness | Tempe, AZ | Jun 2016 - Jul 2016 | < 1 |
| Unemployed | Viersen, | Jan 2012 - Jun 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2023 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2024 |
- NC
- TX
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Total Assets Under Management818,776MILLIONS
-
Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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